The latest theses & analyses from top VCs and analysts

Over 800 VCs and industry analysts actively write about opportunities in the startup world. We round-up and highlight their work.

Tuesday, 19 August, 2025

Frankly Speaking | Frank Wang

Is it ok to miss a security incident?

Nongaap Investing | Mike

[P] UNH: Itemized Governance Signals

Sturgeon Capital

Why We Invested - BILLZ

Tomasz Tunguz | Tomasz Tunguz

When One AI Grades Another's Work

Monday, 18 August, 2025